FG Funnels Updates – September 26th, 2024

September 25, 2024
POSTED IN BLOGS › FG Funnels Release Notes    

It is time for all the latest updates in FG Funnels from the week of September 19th through September 26th, 2024. If you have questions about any of these updates, or FG Funnels in general, please reach out to [email protected] or live chat in the app and our team will be happy to help.

 

Chat Widget

Chat Widget Upgrades

  • The Chat Widget now offers enhanced customization for the Consent checkbox, allowing you to configure whether it should be selected or deselected by default.
  • WhatsApp-style chats now come with a default WhatsApp-themed color setup. You can also upload the WhatsApp logo for the chat widget icon to enhance the look and feel.
    • This theming update only applies to new WhatsApp chat widgets created after the release.
    • Existing widgets will keep their current color settings.
    • To see the new theme, simply create a new chat widget and select WhatsApp.
  • The Chat Widget now supports multiple chat options, including SMS/Email, Live Chat, and WhatsApp. When users select WhatsApp, they can customize the widget’s appearance to match the WhatsApp look and feel.
  • The WhatsApp icon is now the default option when the WhatsApp chat widget is selected.
  • We’ve resolved the issue where the WhatsApp number was not automatically populated in the selection menu when creating a new chat widget. The WhatsApp number will now be pre-filled correctly.

 

Workflows

Remove All Tags In “Remove Contact Tag” Action

Users now have the option to remove all the tags from a contact by just switching on a toggle.

How to use:

  1. Select the “Remove Contact Tag” action
  2. Enable the “Remove All Tags” toggle
  3. Switch on the toggle if you want all the tags to be removed.
  4. When the toggle is switched on the user will not be able to access the “Tags” field.

 

Custom Value Picker for Marketplace Actions and Triggers

A new dropdown option allows users to select between a standard value or a custom value picker.

Standard Values: Users can input data based on the field type (e.g., date, dropdown, tag).
Custom Value Picker: Users can input data from custom fields, such as values from an inbound webhook trigger or other custom fields.

 

Allow Multiple Opportunities

The “Allow Multiple Opportunities” toggle now enables workflows to handle multiple opportunities for the same contact, with each contact-opportunity pair having its own workflow execution. This provides more precise management of opportunities within workflows.

Enabled Toggle: Each opportunity associated with a contact will have a separate execution in the workflow.

No Workflow Restarts: When updates are made to an opportunity, the workflow does not restart. Instead, it continues from the current stage, using the updated opportunity values.

Note: By default, existing workflows will have this toggle turned off to maintain their original functionality. For new workflows, the toggle will be enabled by default, allowing multiple opportunities to enter the workflow.

How to Use:

  1. Navigate to Settings: Go to the workflow settings page.
  2. Locate the “Allow Multiple Opportunity” Toggle:
  3. Find the new toggle at the top of the settings, similar to the “Allow Re-entry” option.
  4. Toggle the Allow Multiple Opportunity switch to “ON” to activate the feature.
  5. Save Changes: Make sure to save the settings.

 

Select WhatsApp Number in Customer Replied Trigger

Now, you can precisely control which replies initiate workflows by selecting the exact WhatsApp number.

How to use:

  1. Select the “Customer Replied” Trigger
  2. Add the “Reply Channel” filter and select “Whatsapp”
  3. Add the “Whatsapp Number” filter.
  4. All the numbers will be visible in the dropdown to select from.

Note: If the “Whatsapp Number” filter is not selected then the workflow will trigger for all numbers.

 

Messaging Error Trigger

The “Messaging Error – SMS” trigger allows you to initiate workflows automatically whenever a SMS has resulted in undelivered state and returned one of the below-mentioned error codes. List of errors that would be part of the starting MVP would be as below:

  • 30007 – Carrier Violation
  • 30034 – A2P Registration Pending on Number
  • 30032 – Toll Free Number not Verified
  • 30005 – User Inactive/Number does not exist
  • 30003 – Unreachable/Out of Service Number
  • 30004 – Do not want SMS/DND enabled
  • 30006 – Landline/Incapable to receive SMS

 

Marketplace Update – Custom Code In Actions

The Custom Code feature offers users the flexibility to create custom logic for more complex tasks and integrations. This provides control beyond standard APIs, enabling users to automate complex tasks and integrate with various services not supported by API.

  • Code can be written in the Code Editor.
  • HTTP requests (GET, PUT, POST, DELETE, etc.) can be input via boilerplate code button.
  • Custom values can be inserted using the picker.
  • The output should be a JavaScript Object or an Array of Objects.

How it works:

  1. Under the Action Execution section – Click on the custom code option.
  2. Choose an input via the Boilerplate code button or your own.
  3. Choose input data like workflowID, Location ID, ContactID etc from the input data button.
  4. Format and test your code before submitting for review.

 

Mobile App

Account Onboarding Flow – Mobile & Tablet Responsive

Account onboarding is now supported on mobile devices  and tablet devices (Android, iOS).

 

Setup fee for recurring invoices

You can now add a setup fee for a recurring product while building a recurring invoice.

How It Works:

  1. Open the mobile app  and Navigate to Invoice or the POS module.
  2. Start building a recurring invoice. Make sure to add a recurring product that has a setup fee.
  3. Once you take the recurring invoice live, the first invoice will include the setup fee for the product. Every subsequent invoice will have only the cost of the items, not the setup fee.

 

WhatsApp Voice Notes

Record voice note:  start recording a new voice note by tapping on the voice note icon.
Pause and Delete: You can pause and resume the voice note that you are recording. You can even delete the existing voice recording and start a new one.
Send voice notes: You can send the voice note inside the conversation.

How It Works:

  1. Open the mobile app, navigate to the conversations section and select an ongoing whatsapp chat.
  2. You will now  see an icon next to the textfield to record a voice note.
  3. You can record a voice note, pause and resume it, or delete it.
  4. Once you have recorded your voice note, tap on the send icon to send the voice note. And you’re all set!

 

Memberships

Audio Files in Courses

Seamless Audio Uploads: Easily add audio files to your course lessons with just one click, allowing for greater flexibility in content delivery for learners.

Customizable Playback Options: Listeners can enjoy audio lessons at various speeds and configurations, providing a tailored learning experience.

Support for Multiple Audio Formats: Upload and manage a variety of audio file types like MP3, AAC, WAV, ensuring compatibility across devices and platforms.

Responsive Design: Optimized for all devices, ensuring that your audio content looks and works great on desktops, tablets, and mobile phones.
Audio Thumbnails will be taken from the lesson thumbnails.

Note: Snapshot and cloning for audio files are not supported yet but will be live soon.

 

Offers V1 -> V2 Migration

You can now migrate your offers to V2, where all payment processing will be handled by our centralized payments system.

Improved Payment Gateway Support: V1 offers will continue to be managed via Stripe only. However, with V2, you can integrate with additional payment gateways such as Authorize.Net, NMI, Square, Razorpay, and more.

Subscription Management: V2 introduces advanced subscription management features, allowing you to easily handle recurring payments, trials, and subscription-based services.

Coupons: Offers V2 comes with a built-in system for managing coupons, providing you with more tools to attract and retain customers.

 

Bug Fixes

Login Code Sync: Fixed sync issues for old membership users.

Token Visibility: Segregated admin and user tokens for better visibility across the portal and legacy systems.

File Download Issues: Resolved issues to improve file downloading, ensuring a more seamless user experience.

Improved Error Messages: Refactored API error responses when attaching offers to users, making them more user-friendly.

Quiz Duplication Fix: Resolved an issue causing duplicate sequences and stale data in quizzes. This fix also cleans up affected quizzes when resaving them.

Double Tabs Issue: Fixed dual tab opening when clicking on upsell or one-click options for offers, ensuring correct functionality.

 

Membership Course Enhancements

Contact Dependency: Moved contacts dependency from CRM to CP for community-based access.

Kollab App Support: Enhanced course support for the Kollab app with a unified codebase, leading to smoother navigation and an intuitive UI.

Table Support in Text Editor: Added table insertion capability across courses, improving content structuring.

Post Description Styling: Improved styling for post descriptions to offer a more engaging and consistent user experience.

Offer Checkout Description: Added a fallback mechanism for the offer description on the checkout page. If no checkout copy is provided, the offer description is used, with helper text to explain this behavior.

Locked Posts Guidance: Posts are now marked as “Published” with a descriptive message explaining why they are locked, offering better transparency. A lock icon has also been added to the quiz builder to indicate when a quiz is locked.

Bulk Product Access: the flow has been updated. The enhanced efficiency will provide existing users with quicker access to new courses.

 

Blogs

Blog Updates

  • Blog preview url shortcut on the Blog name And Blog post list page. The url shortcut is present beside the name of the Blog title.
  • If the user changes the publish date, it should reflect in the preview and on list view of the blog post.
  • All the links in blog settings are now clickable.
  • Edge case when the user tries to change the blog path, it was not reflecting the change. With the next fix, it should reflect the changes in blog path.

 

Phone System

UK KYC – Legacy 10 DLC UK Numbers

Effective October 31st, 2024 all UK 10 digit long code numbers will need to have a UK Bundle linked to it or else they will not be able to send out messages.
Accounts  with Legacy UK numbers will  have the option to create and connect their numbers with the new UK Bundle to adhere to the KYC regulations in the UK.

New badges under the UK number have been introduced to indicate if a particular UK KYC is compliant or not:

UK Bundle Required: Meaning you need to create a UK Bundle and link it to the Phone Number

UK KYC Verified: No action needed, the number is all verified and good to be used.

 

Enhancements & Bug Fixes

  • Call Transcripts will now show all information including name and email instead of redacting some information.
  • In case there’s a connection error while making the call, you should now hear it on the call and see it on the UI.
  • ‘Ring All’ and ‘Workflows’ direct calls to the ‘Web App’ if the user had not selected any other medium.
  • Incoming calls status is more reliable now. Regardless of whether a Voicemail was left or not, unanswered incoming calls were marked as ‘Voicemail’. Now they are marked ‘Voicemail’ only if a Voicemail is left
  • Upon making a blind call transfer, the next call would show ‘Hold’ as enabled on the UI. This has now been fixed
  • Outgoing calls won’t be made to contacts with ‘Calls & Voicemails’ DND enabled even if those calls are made manually or through Manual Actions.
  • We will now avoid calling the same number in parallel even if the call flow is setup to call the same number in multiple parallel lines
  • There were rare cases of a single contact getting added twice to a workflow due to call status triggers. This is now fixed and will add the contact only once
  • When searching for a Phone Number in the buying flow, you would sometimes see an error. This is now  fixed.
  • There were rare cases of hold music playing on an active call. This has now been fixed.

 

Countdown Timer

Evergreen Timer

Create Fixed or Recurring Timers: Set a one-time or evergreen timer for emails and funnels.

Use in Emails, Websites, Stores and Funnels: Easily integrate timers into marketing campaigns.

Dynamic Redirection Links: Automatically redirect users to specific pages based on whether the timer is active or expired.

Limitations:

  • The copy code generates a 60 second GIF.
  • The styling is not carried in Funnels. This will be handled in future phases

 

Client Portal

Email Notification Preferences

With this release, client portal owners can now easily manage the email notifications they send from various child apps within the Client Portal. This means client portal owners can choose which types of emails they want to send, giving them more control over their inbox.

How to Use:

  1. Go to Sites -> Client Portal -> Settings -> Email Settings
  2. Depending on your access to specific child apps (Communities, Certificates, etc.), you will see options to enable or disable email notifications for each corresponding child app.

 

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